Client Solutions Manager

Client Solutions ManagerWestport, CT | On-siteResponsibilitiesEnd-to-end case management of inbound opportunities from lead stage through final contracting, working directly with policyholders.Generating quotes for policyholders by developing an understanding of the key financial dynamics and closing mechanics of each case.Managing case-level applications and contracts, including reviewing returned contracts for content and completeness.Performing qualitative due diligence on live opportunities, assessing potential risk factors on individual cases and becoming familiar with the applicable laws and regulations.Managing your own pipeline in the internal CRM, including outbound follow-up on open and dormant cases.Working within firm-level service level agreements and flagging early where a case is at risk of falling outside them.Recommending and implementing tactical improvements to existing process as the case volume grows.Qualifications4+ years of experience in a client-facing role within financial services, insurance, or a comparable customer-facing commercial environment.Comfort with financial concepts, and the ability to explain a financial outcome in plain language to a policyholder.Strong written communication, both for internal proposals and decision-making and for external counterparties.Tenacity and follow-through on a case load that requires consistent outbound contact.